Lump Sum10 years ago
$10,000 invested once
$55,852+$45,852 · +458.52%
Total invested$10,000
Annualised (CAGR)+18.84%
Max drawdown-50.47%
SIP · Monthly122 contributions
$100 every month
$42,814+$30,614 · +250.94%
Total invested$12,200
Money-weighted (XIRR)+23.87%
Max drawdown-47.82%
SIP · Biweekly261 contributions
$100 every two weeks
$91,596+$65,496 · +250.94%
Total invested$26,100
Money-weighted (XIRR)+23.94%
Max drawdown-48.74%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$98,667after your settings in IAG.TO
Profit
+$76,467+344.45% on money in
Annualised return
+20.32%Money-weighted (XIRR)
Deepest dip
-49.78%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-1.27% | +1.55% | +19.51% | +29.94% | +42.75% p.a. | +27.16% p.a. | +18.84% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.33% | +14.97% | -23.36% | +65.86% | -19.84% | +35.04% | +13.64% | +17.93% | +51.73% | +37.33% | +18.91% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,835 | +$635 | +6.23% |
| 2017 | $11,500 | $13,854 | +$2,354 | +20.47% |
| 2018 | $12,700 | $11,678 | -$1,022 | -8.05% |
| 2019 | $13,900 | $20,939 | +$7,039 | +50.64% |
| 2020 | $15,100 | $18,167 | +$3,067 | +20.31% |
| 2021 | $16,300 | $25,812 | +$9,512 | +58.36% |
| 2022 | $17,500 | $30,680 | +$13,180 | +75.31% |
| 2023 | $18,800 | $37,558 | +$18,758 | +99.77% |
| 2024 | $20,000 | $58,640 | +$38,640 | +193.20% |
| 2025 | $21,200 | $82,010 | +$60,810 | +286.84% |
| 2026 (YTD) | $22,200 | $98,667 | +$76,467 | +344.45% |
Best 12-month stretch
+95.69%May 2020 → May 2021
Worst 12-month stretch
-27.33%Dec 2017 → Dec 2018
Deepest drawdown
-50.47%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$4,955on $10,000, trailing 10 years